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Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $365,099 | $289,211+26.2% | $260,467+40.2% | $198,609+83.8% |
| Participation rate | 90.9% | 83.1%+7.8pp | 80.5%+10.5pp | 82.4%+8.5pp |
| Annual return | 11.66% | 112.90%-101.2pp | 100.60%-88.9pp | 202.70%-191.0pp |
| Employer contribution / active EE | $11,302 | $4,663+142.4% | $4,239+166.7% | $5,055+123.6% |
| Participant deferral / active EE | $9,821 | $6,812+44.2% | $6,319+55.4% | $6,977+40.8% |
| Admin fee / account holder | $0 | $16,236-100.0% | $15,461-100.0% | $19,030-100.0% |